Proactive Tax Preparation, Planning, and Management

Strategic Tax Planning Inc. was established with the vision to help clients with their tax preparation needs. Our mission is to provide a well-rounded approach to tax mitigation. Our proactive approach to your tax preparation adds a second level of value for you by having a Certified Financial Planner ® with over 40 years of experience in financial planning review your tax documents. This provides an independent and objective analysis of your financial standing. Our service allows you to evaluate the tax impact of alternative strategies before you enter into financial transactions and before you unnecessarily and unintentionally increase your future tax liabilities. Our service allows you to help you prepare your taxes based on your needs and therefore plan in a more comprehensive and holistic way.

What We Offer

Our firm offers superior client services and consulting to individuals, professionals, and small and medium-sized businesses in:

Small Business Strategy Development

Small Business Strategy Development

Tax Preparation

Tax Preparation

Tax Planning Services

Tax Planning Services

Roth IRA Conversion Strategies

Roth IRA Conversion Strategies

Social Security Taxation Reduction Strategies

Social Security Taxation Reduction Strategies

Charitable Tax Planning Strategies

Charitable Tax Planning Strategies

 

Whether you need assistance in preparing your financial statements or planning for long-term tax outcomes, we can help. Through our services, we make it possible for you to pay less tax so you can keep more of what you earn.

We Prepare All Forms of Tax Returns

  • 1040 Personal
  • Corporate S and C
  • Partnerships
  • Trust Returns
  • State Income Tax
  • Multi-State Income Tax
  • City Tax
  • Regional Income Tax Agency (RITA)
  • Local Tax
  • All Other Federal Forms

Contact Us Today to Learn More

Whether you want to know how to plan your own tax outcomes or just want someone to prepare your taxes, turn to Strategic Tax Planning Inc. You can trust us to do our work carefully and accurately at reasonable rates. Call (804) 223-5700 or email us at ed@stpi.email to get started. We serve clients throughout the United States.